Laura Cooley

Retirement Plan Advisor @Lawley

Buffalo, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2017 — Present

Retirement Plan Advisor @Lawley

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Buffalo/Niagara, NY, US

As a Retirement Plan Advisor with Lawley Retirement Advisors, I help business owners and their employees develop plans that will help them retire.For more than two decades, Lawley Retirement Advisors has provided independent investment advice and financial counsel to a diverse client base of companies and organizations both large and small, in Western New York, across the country, and around the world.Whether it’s a start-up or an existing retirement plan, Lawley Retirement Advisors has the experience, resources, and technology to tailor a program to help meet your company\'s needs and objectives.Experience MattersLawley Retirement Advisors has over 90 years of financial services experience. Our team has worked on both sides of the industry – as a provider and as an advisor.160+ ClientsWith a 90% customer retention rate and over 160 clients, we serve as retirement plan advisors across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.20+ ProvidersI enjoy helping employers and employee\'s sort through the complexity of retirement planning.Managing your retirement plan is a big responsibility. There are so many considerations to weigh – from plan design to employee education, and we can provide you with the insight and solutions for better plan outcomes.Ready to help your team retire successfully? Contact me today!(71••••••70 l••••••@lawleyretirement.comSpecialties: Retirement Plan Education | Fiduciary Support | Investment Due Diligence Fee BenchmarkingSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

EDUCATION

1999 — 2001

Erie Community College

Associate's degree, Office Management

2001 — 2004

University at Buffalo

Bachelor of Science (BS), Business Administration

SKILLS

Retirement BenefitsPlan ReviewInvestment Policy StatementsInvestmentsEmployee Education ProgramsNon-Qualified Deferred CompensationBenchmarkingEmployee Benefit Plan DesignCollege Savings PlansPersonal InsuranceFiduciary ServicesFinancial Wellness EducationCash Flow and BudgetingInvestment Committee ComplianceRetirement Plan ConsultingErisa403 BPersonal FinanceDefined Benefit401kRetirement Planning

ABOUT LAURA COOLEY

When it comes to retirement planning, do your employees know how much money they’ll need…

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